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Client Service Charter

We have a commitment to building and sustaining long-term client relationships based on trust, superior service and the quality of our initial and ongoing advice. Our philosophy is simple:

To ensure financial peace of mind for you and your family across the generations. We will provide a highly personalised service, with the aim of ‘earning the right’ to be considered as your trusted financial adviser for many years to come. We will help you make informed financial decisions to achieve your goals through personal, face-to-face financial advice.

The tailored service we provide to you will include:

Face-to-face review meetings at an agreed frequency to suit you

Availability to speak on the telephone between review meetings to discuss any financial matters important to you as your needs change over time

Help you to review your appetite for investment risk as your circumstances and priorities evolve, ensuring your investments continue to meet your requirements

Encourage and listen to your feedback to ensure we maintain our exceptional standards

Working together, you will:

Have a clear understanding of your personal and financial objectives

Have a plan in place that is risk-adjusted and aligned to your objectives

Have a proactive process in place to review your financial plan and consider ongoing advice opportunities as your needs change over time

Keeping You InformedWe will provide you with access to regular communications. This ensures that you are kept fully informed of how your money is being managed and up to date with all the latest economic information, including any key changes that may affect your financial future. We will agree with you at the outset what you can expect and when.

The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.
The levels and bases of taxation and reliefs from taxation can change at any time. The value of any tax reliefs depends on individual circumstances.

The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the group's wealth management products and services, more details of which are set out on the group's website www.sjp.co.uk/products. The 'St. James's Place Partnership' and the titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representatives.